Weekly Matter-Status Digest for Partners
Every Friday at close of business, WebRun opens Clio, reads the status, billed hours, and open tasks across every active matter, compiles a structured digest in Google Sheets, and drafts a summary email for the managing partner to review before it goes to the partnership.
How can I automatically deliver a weekly matter-status digest to law firm partners?
Every Friday, WebRun opens Clio, reads the billing, milestones, and open tasks across every active matter, compiles a structured digest in Google Sheets, and drafts a summary email for the managing partner to review - so partners start the week with a clear, accurate picture of the firm's matter portfolio.
- Partners receive a structured matter-portfolio digest every Friday without manual compilation
- Billing, milestones, and flags surfaced in one concise report
- Managing partner reviews a finished draft rather than assembling data from multiple sources
Built for managing partners · law firm partners · legal operations managers · firm administrators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.clio.comin a real browser with your saved login - no setup, no API keys. -
1
Clio - read status across all active matters
clio.com
WebRun opens Clio to read status across all active matters. - Open Clio Reports and pull the active matters list with responsible attorney, billing status, and open tasks
- For each matter, capture hours billed this week, outstanding tasks, and any overdue deadlines
- Flag matters with no activity this week, unpaid invoices over 30 days, or upcoming critical deadlines
Done when A full data set of matter status, billing, and flags is captured for all active matters.
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2
Google Sheets - compile the structured digest
google.com
WebRun opens Google Sheets to compile the structured digest. - Open the weekly matter digest spreadsheet
- Populate a new tab with this week's data: matter name, attorney, hours billed, status, flags
- Sort by flag severity so the most urgent items appear at the top for the partner
Done when This week's digest tab is fully populated and sorted in the Google Sheet.
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3
Gmail - draft digest email for partner review
gmail.com
WebRun opens Gmail to draft digest email for partner review. - Draft a concise digest email to the managing partner summarising the week's highlights, flags, and any matters needing attention
- Attach or link the Google Sheet for the full detail
- Save as a draft for the managing partner to review and send - do not send automatically
Done when A Gmail draft digest email is ready for the managing partner's review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does the digest go to all partners automatically?
No. It is saved as a Gmail draft addressed to the managing partner for review. The managing partner decides what to send, to whom, and when.
Can I filter the digest by practice group?
Yes. You can configure WebRun to produce separate digest tabs per practice group, or a single firm-wide view - whatever the partnership prefers.
What if a matter has confidential restrictions?
You can specify matter numbers or tags to exclude from the digest entirely, so sensitive matters never appear in the report.
Related templates
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